401(k) · DOL Form 5500 · 2023

Pembina US Corporation 401(k) Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
202
Participants Below avg headcount
86th
Percentile by assets National rank
$269,047
Avg per participant High balance/head
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Official DOL plan name: Pembina U.S. Corporation Wealth Accumulation Plan · Sponsored by Pembina US Corporation · Texas · Manufacturing

$54M in assets, 202 participants

Pembina US Corporation's Pembina U.S. Corporation Wealth Accumulation Plan reported $54M in total assets and 202 participants in its 2023 DOL Form 5500 filing, ranking in the 86th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #15,011 in Manufacturing (18,722 peers)

Coverage in Texas

Pembina U.S. Corporation Wealth Accumulation Plan covers 202 participants in Texas, about 29% of the average Texas filer (state average ~688 per filing). Assets: $54M.

#15,011
in Manufacturing (18,722 peers)
+22.2%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Pembina U.S. Corporation Wealth Accumulation Plan's outsized position by total assets

Pembina U.S. Corporation Wealth Accumulation Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$54,347,538 Top 14% higher than 86% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Pembina U.S. Corporation Wealth Accumulation Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pembina U.S. Corporation Wealth Accumulation Plan sits mid-pack in the medium band (202 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pembina U.S. Corporation Wealth Accumulation Plan reported net income rose from -$9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Pembina U.S. Corporation Wealth Accumulation Plan end-of-year assets rose from $44M in the plan year 2022 filing to $54M in the plan year 2023 filing.
  • Pembina U.S. Corporation Wealth Accumulation Plan reported participants rose from 198 in the plan year 2022 filing to 202 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 203055482 · Pembina US Corporation PY 2023 · 401(k)

Pembina U.S. Corporation Wealth Accumulation Plan · $54M · 202 · 86th

  • 5500 $54M
  • 5500 202
  • 5500 86th
  • 5500 401(k)
  • 5500 near Rite-Solutions Savings & Investment Plan
  • 5500 ind #15011

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Manufacturing retirement plans → · Plans in Texas →

Pembina U.S. Corporation Wealth Accumulation Plan in the asset neighbourhood

Cpi Card Group, Inc. 401(k) PlanCpi Card Group, Inc. 401(k) …$54MPembina U.S. Corporation Wealth Accumulation PlanPembina U.S. Corporation Wea…$54MRite-Solutions Savings & Investment PlanRite-Solutions Savings & Inv…$54MBrown, Winick, Graves, Gross and Baskerville, P.L.C. 401(k) PlanBrown, Winick, Graves, Gross…$54MSilver Freedman Taff & Tiernan LLP 401(k) Profit Sharing PlanSilver Freedman Taff & Tiern…$54M
End-of-year total assets ($M) among Pembina U.S. Corporation Wealth Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$54M
Net Income$10M
Employer EIN203055482
Plan Effective Date2001-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pembina US Corporation)

Sponsor-wide plan assets over time

All Pembina US Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$182M 84.20414680485128% vs 2022
2024 filing year
$50M$100M$150M$200M 202220232024 $98.5M $182M ▲ +84.2%
Year Plans Participants Total Assets
2022 3 599 $99M
2023 3 614 $121M
2024 4 781 $182M

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Pembina U.S. Corporation Wealth Accumulation Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Pembina U.S. Corporation Wealth Accumulation Plan, Total assets ($B): 0.054347538 · Participants: 202Pembina U.S. Corporation Wealth Accumulation PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Pembina U.S. Corporation Wealth Accumulation Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Pembina U.S. Corporation Wealth Accumulation Plan side-by-side with 3 peers →

Pembina U.S. Corporation Wealth Accumulation Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Rite-Solutions Savings & Investment Plan in CT ($54M); by covered participants it is Advantage Engineers, LLC 401(k) Plan in MD (202 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (202 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Pembina U.S. Corporation Wealth Accumulation Plan assets move in 2023? ▼
Pembina U.S. Corporation Wealth Accumulation Plan grew sharply - up 22.2% during 2023, from $44M to $54M. Reported net income was $10M.
How have Pembina US Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pembina US Corporation's sponsor-wide assets grew 84.2%, from $99M to $182M.
Where does Pembina U.S. Corporation Wealth Accumulation Plan rank by assets among Form 5500 filers? ▼
Pembina U.S. Corporation Wealth Accumulation Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Pembina U.S. Corporation Wealth Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rite-Solutions Savings & Investment Plan in CT ($54M, 371 participants).
Which 401(k) plans cover a similar participant headcount to Pembina U.S. Corporation Wealth Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Advantage Engineers, LLC 401(k) Plan in MD (202 participants, $9M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 203055482.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.